Our secure and centralized hub is designed to enhance the efficiency of our collaboration. We’ve consolidated tools and technologies so you can effortlessly access your engagements and seamlessly exchange files with your business advisors. We’ve also implemented enhanced security measures to keep your information safe and confidential.
When registering your profile for the first time, you’ll receive an invite email from ‘Doane Grant Thornton Client Portal’. For all subsequent logins, please click ‘Client Portal login’ on the top right-hand corner of our https://www.doanegrantthornton.ca/ website.
Instructions to complete your registration
1. In the invitation email, select ‘please click here’. This action will take you to the registration page.
2. On the registration page, enter the same email address that the invitation email was sent to, and select “send verification code”.
3. You’ll receive a verification email from ‘Microsoft on behalf of Doane GT’, which will contain a 6-digit code. Check your spam folder if you don’t receive the code within a few minutes.
4. Enter the 6-digit verification code on the registration page.
5. Create a password that is:
6. Review and accept the Terms and Conditions
7. Enter a mobile number that can receive SMS. You’ll then receive a 6-digit verification code.
8. Enter the 6-digit verification code and select ‘Verify Code.’
9. You’ll be redirected to the main login page to enter your email and password. Please note, the multifactor authentication code is required each time you access the Client Portal. Should you need to change your phone number for receiving these authentication codes, please contact a Doane Grant Thornton advisor.
Once logged in, you will always be greeted with the Profile page.
On the left side of the screen, you will see a menu for getting around to all the different areas of Client Portal.
The most important is the menu option to select an account or engagement. If you select the dropdown menu, you will see all the accounts (i.e. your companies) that Doane Grant Thornton is providing services for, as well as the engagements (e.g. Tax Returns) under each account.
Once you select an account or engagement, an additional menu will open below that where you can select the account or engagement profile and the file management section where you can upload and download files.
Below that is the menu option to select the Doane Grant Thornton website, your Profile Page, Terms and Conditions, Privacy Policy, FAQ and log-out button.
Your Profile page displays your contact information. Click the edit icon to update your contact details and notification preferences, ensuring you receive all important communications posted to your account.
Once you select an account, you will be able to access:
Once you click on an account, if you are setup with the ‘Admin’ permission level and this is the first time the account is being activated, you will need to complete an account level Consent form.
Think of this as the spot for job-specific information, while the account page holds the general account files. The categories are similar to those found on the account page. Files ‘From Doane Grant Thornton’ require your review, and files for your business advisor should be placed in the ‘To Doane Grant Thornton’ tab.
When it comes to files, there are two areas of interest.
Portal Admins will be responsible for managing permission settings for all users, including their access to accounts, engagements, and folders.
If you create a folder, you can restrict access to that folder and choose which colleagues can view it, while your Doane Grant Thornton advisor will be able to access all files for streamlined collaboration. To restrict folder access, enable the feature and select the colleagues who are allowed to view the folder.
Please note, by default, all colleagues, except for the Portal Admin, will have their settings initially set to ‘none.’ This precautionary measure is in place to safeguard your information from potential data breaches.
List of settings
How do I access the Client Portal?
There is a link for the “Client Portal login” in the top right-hand corner of the Doane Grant Thornton website. Simply click the link and then login with your credentials.
What should I do if I forget my password?
If you’ve forgotten your password, select “Reset password” on your profile page. You’ll receive an email with instructions on how to reset your password. If you experience any further issues, please contact your Doane Grant Thornton advisor.
I changed my phone number or I cannot receive texts to the phone number I set up Client Portal with. How do I log in now?
Please contact your Doane Grant Thornton advisor as soon as possible to resolve this situation.
What’s the Client contact section?
The Client contact section lists all the users who have access to a specific account and engagement page. It contains their contact information, including email addresses and phone numbers, assigned permission levels, and the date they registered on the Client Portal.
The permission level for each individual can be updated by an assigned Portal Admin or an associated Doane Grant Thornton advisor. If there are changes to any of the contact details, please connect with your Doane Grant Thornton advisor.
How can I add or invite a new colleague to the Client Portal?
You will need to speak with your Doane Grant Thornton advisor to invite a new colleague to the Client Portal. Please have ready the following information:
What are the different permission levels?
Each user’s permission level can be customized for each account, engagement, or folders in the “To Doane Grant Thornton” or “From Doane Grant Thornton” tabs in the File Management section. The permission levels are:
What is “Inheritance”?
Inheritance is a feature that allows the Portal Admin to automatically apply the same permission level for a user across all engagements and folders associated with an account. Manual changes can still be made if necessary.
When modifying permissions, a prompt will appear, allowing the Portal Admin to choose whether all engagements and folders under the account should inherit the permissions that is set for that user.
How can I change permission levels for my Client contacts?
Designated Portal Admins can change permissions levels for their colleagues, and each account should have at least one Portal Admin upon account creation. The Portal Admin can select the most appropriate permission level for each of their colleagues and determine whether the current permission level should be inherited by related engagements or folders. Please note that only a Portal Admin or Doane Grant Thornton advisor can assign a user Portal Admin permissions.
How do I get notified if there are updates to my account?
On your profile page, you can set notifications through in-app, SMS, and email. These are temporary and will disappear.
Why can't I see files and folders which are accessible by other colleagues on the account?
If you are not seeing the folder you should have access to, please contact your designated Portal Admin(s) or your Doane Grant Thornton advisor to confirm you’ve been assigned the correct permission level.
Who can access my uploaded files on the Client Portal?
Once a file has been successfully uploaded under the “To Doane Grant Thornton” section, all users except permission level ‘None’ will have access. If you create a folder, you can restrict access and choose which colleagues can view the folder, while allowing your Doane Grant Thornton advisor access to all files for streamlined collaboration.
How will I know if my files have been uploaded?
When a file is uploaded, the file must go through an asynchronous security detection scan. Once passed, the status of the file will change to "Uploaded" and you’ll be able to see it under the File Management section. If any risks or issues are identified, you’ll be notified immediately via an email from Doane Grant Thornton.
What are Restricted Folders?
Users may create “restricted” folders that allow select colleagues to view the folder and the contents within it, while allowing your Doane Grant Thornton advisor access to all files for a streamlined Collaboration. Restricted folders have no added security beyond the Client Portal’s industry accepted security systems and any uploaded content should be strictly relevant to the services being provided to you by Doane Grant Thornton.
Why do I need a security code when I log in?
Your data security is our top priority. To confirm your identity, you will be asked for a security code each time you log in, which helps us verify your identity and protect your personal and business information. Once you receive your security code, enter it when prompted as part of the login process. Each security code is unique and should never be shared. Please note that Doane Grant Thornton will never ask you to provide your security code, password, or confidential information over the phone.
This process helps to verify your identity and protect your personal and business information.
Is my data secure on the Client Portal?
Absolutely, your data security is our top priority. The Client Portal utilizes robust encryption and security protocols to ensure that your information is protected at all times. All data transmitted to and from the portal is encrypted using industry-standard methods. If you have any specific concerns or questions about security, please let us know.
If you require assistance, please contact your Doane Grant Thornton advisor. Navigate to the relevant account or engagement page and select "My Doane Grant Thornton Team" to access detailed information.
How do you secure my data on the Client Portal?
Your data security is our top priority. The Client Portal utilizes robust, industry-standard encryption and security protocols to ensure that your information is protected at all times. If you have any specific concerns or questions about security, please contact your Doane Grant Thornton advisor.